Sabrina Fay

Financial Planning Leader | Scalable Wealth Systems | AI-Enabled Advisor Experience

Talent

StillwaterMember since August 14, 2026

Systems thinking

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Systems thinking

About

CERTIFIED FINANCIAL PLANNER™ professional with 10+ years of experience leading client relationships while designing scalable, high-quality financial planning processes. Combines deep expertise in tax-aware planning, high-net-worth client management, and advisor development with a systems-oriented approach to improving how advice is delivered. Focused on leveraging AI, automation, and structured workflows to enhance advisor productivity, streamline planning processes, and deliver consistent client experiences at scale.

Brings a unique cross-functional background in software development, project management, and systems design—enabling strong collaboration across product, operations, and technical teams.

Experience

Financial Advisor - Bond & Devick Wealth Partners - St. Louis Park, MN

(2023-12)

Deliver comprehensive financial planning while identifying opportunities to standardize and scale planning workflows across client segments
Design structured, repeatable planning processes to improve efficiency, consistency, and turnaround time
Apply emerging AI and automation tools to streamline financial analysis and client deliverables
Partner with internal and external specialists to integrate tax, investment, and estate planning workflows
Drive client retention through systematized communication, lifecycle planning, and proactive engagement strategies

Financial Advisor, CFP® - Confetti Wealth (Ameriprise Financial) - Edina, MN

(2022-07 - 2023-08)

Delivered holistic, tax-aware financial planning for high-net-worth clients in a high-touch advisory environment
Supported client onboarding by developing structured planning processes that improved clarity and consistency of recommendations
Contributed to improving internal workflows for client engagement and planning delivery
Mentored advisors and supported team development initiatives focused on consistent planning practices

Wealth Advisor - Thrivent - Oakdale, MN

(2013-08 - 2022-07)

Served as primary advisor for client relationships while developing scalable planning frameworks across multiple service models
Managed long-term relationships across fee-based and advisory structures, serving a diverse client base
Mentored advisors across multiple states on structured planning delivery, tax-aware strategies, and client engagement
Led hiring and development of support staff, contributing to team design and operational scalability
Improved planning consistency by implementing repeatable processes that reduced variability in client experience

Project Manager / Instructional Designer / Software Development - Multiple Industries

(2000 - 2013)

Led complex, multi-stakeholder projects requiring structured execution and communication
Designed and implemented systems and processes across multiple industries
Developed strong capabilities in systems thinking, process design, and technical communication

Education

Florida State University

M.S., Instructional Design

2000 – 2007

Activities and societies: Research Assistant for the Center for Research of Innovative Technologies for Learning, International Honor Society and Professional Association in Education (Pi Lambda Theta), Association for Educational Communications and Technology (AECT), Instructional Systems Student Association at Florida State University

Earned doctoral candidacy status after completing 43 hours of doctoral coursework and passing qualifying exams. Chose to not continue doctoral program due to residency issues and financial considerations. Graduated with a 3.89 GPA.

Assisted in content coding as the only distance collaborator for “What is AECT REALLY about? A content analysis of the convention program over the past 5 years.” AECT Convention, Orlando, FL, 2002.

Specialized in online and distance learning, which resulted in earning a certificate in distance learning.

Earned certificate in human performance technology, which required coursework in instructional systems, program evaluation, human resource development, change management, and managing instructional development.… more

Skills: Communication Skills

Florida Institute of Technology

M.S., Software Engineering

2000 – 2004

Activities and societies: Research Assistant for the Center for Software Testing Education and Research, Teaching Assistant for the Computer Science Department, Coordinator and Technical Instructor for the Technologies for Enhanced Learning Lab, Student Chapter President of Association of Women in Computing (AWC), Association of Computing Machinery (ACM), Local United Way Torch Society Member

Specialized in software testing under Dr. Cem Kaner at the Center for Software Testing Education and Research and graduated with a 3.59 GPA.

Completed internship doing automated testing at Engenio Information Technologies (Formerly LSI Logic Storage Systems) where I analyzed test cases as part of 3rd generation test automation effort and developed test automation scripts using action words.

Accepted into computer science doctoral program, chose to pursue instructional design doctoral program.… more

Skills: Analytical Skills, Communication Skills

Florida Institute of Technology

B.S., Communication

1996 – 2000

Activities and societies: Student Chapter President and Founding Historian of Phi Eta Sigma, Editor in Chief for Crimson (official student-run newspaper), Blue Key National Honor Fraternity

Specialized in technical writing with an earned 3.6 GPA

Additional graduate coursework in Computers in Education, Educational Statistics, and Educational Software Evaluation and Design… more

Skills: Analytical Skills, Communication Skills